Sorting open tasks by time zone, and creating call tracks

I need this too! Even if you just showed the State a company is in on the Contact record - that would be helpful

Hello,

an someone tell me how to sort the releases?

1. by location

2. after time window

3. after the due date

I plan to go to a customer appointment in a city.

Now I have time to make another appointment with another customer that day.

In my tasks for this week I only see the task of making an appointment with the first customer.

So I would go to the same city again next week because then the next task for another customer will be shown to me.

At a time when you should plan the route with the upcoming customer visits as effectively as possible, it is important to see the appointments regionally in advance for 2-3 weeks.

in German:

Hallo,

kann mir jemand sagen, wie man die Augaben sortiert?

1. nach Ort
2. nach Zeitfenster
3. nach Fälligkeit

Ich plane in eine Stadt zu einem Kundentermin zu fahren.
Jetzt habe ich an diesem Tag noch Zeit einen weiteren Termin mit einem anderen Kunden zu vereinbaren.
In meinen Aufgaben wird mir für diese Woche nur die Aufgabe angezeigt für den Termin beim ersten Kunden zu vereinbaren.
So würde ich nächste Woche wieder in die gleiche Stadt fahren weil mir dann die nächste Aufgabe bei einem anderen Kunden angezeigt wird.

In einer Zeit wo man so effektiv wie möglich die Fahrtroute mit den anstehenden Kundenbesuchen planen sollte, ist es wichtig auch mal 2-3 Wochen die Termine regional voraus zu sehen.

My team has been clawing at the walls looking for a tidy solution to timezone organizing; HubSpot please add this feature.
Also, I notice that the timezone is data used in the Schedule Send for emails, so it is collected somehow.

During the start or end of a workday (especially in the middle of the States here), it becomes ineffective to call prospects in different time zones, and I spend a decent amount of time on workarounds to avoid bothering a prospect when they’ve already left for the day or are still on their commute.

We know HubSpot has a measure of what time zone someone is in based on IP or other factors, and they employ it to tailor email sends to the recipient’s time zone. Let’s add a feature to sort our tasks panel by timezone in order to seemlessly prioritize the call tasks that still make sense to ring at 4pm Central.

It’s discouraging seeing this suggestion has been out there for years - as I need it, too! I have a sales territory that covers the US and it takes too much time to think of the call time when I am scheduling the next task so all my tasks show as 8am - rather frustrating! I need the time zone to show on Company and Contact records and to be a column I can add in my Task list. Fingers crossed on this!

Really need this feature! Waste so much time skipping through tasks for calls not at the correct time.

I think in general the Hubspot sequence team should have a look at how Salesloft Cadences flow and garner some ideas from there.

Just got off with support and they directed me here.

This 100% would be extremely helpful! Especialy when running sequences and “call contact to followup” is set for a specific time.

When I’m running 20-30 sequences with that task, I’m finding time wasted opening the company to find I cannot call them yet.

This would be a huge help!

In order to efficeintly manage outbound calls, it would be nice to have the option to add time zone to one’s dashboard.

Would love to be able to sort tasks by time zone or State/Province. Cheers!

To be blunt, this is a problem that Outreach.io has already solved. You can very easily and quickly sort your tasks by timezone and you can even make filters that will only show you tasks that are in specific timezones or times of day in their timezones.

Hubspot really, really needs to solve this timezone sorting problem if they want to compete with Outreach in this area.

Hello HubSpot Community,

The team is currently working on sorting tasks by time zone. As soon as we have a Beta available, I will update this post.

Thank you for providing us with feedback and stay tuned!

Gordon

takes so much time to find out if it’s the right or wrong time to call each contact within TASKS since there is no column field for TIME ZONE, TIME, CITY, STATE. It’s Oct 2021… To Dev Teams using Agile/scrum, displaying 1 or 2 additional properties should be a simplistic and quick fix available to all those nation-wide callers asking for it by next month, November. Are we at 81 “upvotes” now?

you should be able to determine the time zone based on city, zip or state even… or phone number prefix even… so many ways around this, can’t be too hard…

If one is looking to efficiently manage their call queues, in order to be as productive as possible, sorting off time zone is needed. Yes, one can find a way to do this manually but as others have shared, this is really a basic sort feature that should be standard.

you’re absolutely right Daniel… just one thing though… city/state/zip… they’re not properties available to add to the task list.

and this issue has been documented since 2017. But, maybe to your credit, are these fields hidden in the free version and available to paid subscribers. If so, there is no message to that effect. And if so, why was this not documented sometime in the past 4yrs in the above replies? Have you seen a task list displaying the city/state?

Nope, there no task property where you can sert by city or state or zip or phone number… which **bleep**. I’m on a paid plan also, so i don’t know if it’s hidden for free users. it can’t be that in the last 4-5 years no one else has wanted to sort tasks by time zone for calling lol…

Sorting tasks by time zone : totally agree on this. It would be very helpful for us too.

I’m interested to know when the Beta is available

Same here, super important for anyone who is trying to call inbound leads globally.
Been waiting on this feature a while…

Would love to be able to sort my timezone! I’m currently creating 2 queues called ‘Eastern’ and ‘CMP’ (Central, Mountain, Pacific) cloning two sequences (One name eastern, the other CMP) and then in the sequence, assigning the call steps to the queue. Hope this helps anyone looking into it! But hoping if we are entering the states in the CSV sheet, there will be some way Hubspot can arrange these states into timezone and have the queues ready to go once uploaded!

To add to this idea, integrate the timezone with the area code associated with each contact and if you are going to call a number with an area code outside working hours, have a pop up message warn you about it.

I(US central time) have called a cell phone early in the morning of a Caliafornia person(2 hours behind) and gotten them before work. Good luck selling to them at that point, right?